FINRA Registration Series 6, 7, 63, 66
California Life & Health Insurance License # 0B41922
Oregon Life & Health Insurance License #2616649
Washington Life, Health & Disability Insurance License #747867
Washington Notary Public – Commission # 145338
California Real Estate Broker License # 01234992
Financial Advisor, Vista Financial Planning Group, LLC.
2013 – Current
Investment Advisor Representative, SCF Investment Advisors, Inc.
2004 – Current
FINRA Registered Representative, SCF Securities, Inc.
2004 – 2009
Mortgage Loan Originator, Reavans Mortgage Services, Inc.
2001 – Current
Independent Insurance Broker
2001 – 2004
NASD Registered Representative, PFS Investments, Inc.
1998 – Current
California Real Estate Broker
*FINRA (The Financial Industry Regulatory Authority) is the largest non-governmental regulator for all securities firms doing business in the United States.
You can check the status of my security licenses on BrokerCheck.
Feel free to call me for a no-cost consultation and evaluation of your specific situation, needs, and goals.